Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYCHE WEALTH PARTNERS LLC | COM | 1101 | $345,480 | 9,363 | 0.00 | 0.00 | -23 | -0.25 | 03-31-2024 |
CLARITY FINANCIAL LLC | COM | 1102 | $344,535 | 9,337 | 0.00 | 0.00 | -6 | -0.06 | 03-31-2024 |
PUTNAM INVESTMENTS LLC | COMMON STOCK | 1103 | $344,616 | 9,319 | 0.00 | 0.00 | -2,321 | -19.94 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 1104 | $312,919 | 9,302 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |